Talga Group Ltd. · ASX:TLG
Talga — Noosa Mining Conference 2025
19 slides from Talga's conference presentation, Nov 13, 2025
Slide 1: The Next Graphite Anode Producer
Talga Group For personal use only ASX:TLG OTCQX:TLGRF The Next Graphite Anode Producer Noosa Mining Conference 13 November 2025 © Talga Group Ltd, Nov 2025
Slide 2: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. Forward-looking statements This presentation contains forward-looking statements. Those forward-looking statements reflect views held only as at the date of this presentation. Any su
Slide 3: Talga introduction
Talga introduction Battery-Ready Coated Graphite Active anode material production (not raw material). 100% Owned Tech For personal use only PFE/FEOC-free equipment & coating technology. Customer-Qualified Validated with multiple clients in high-performance apps. Binding offtake with Nyobolt for fast
Slide 4: Corporate Summary
Corporate Summary ASX:TLG OTCQX:TLGRF At 12 Nov 2025 Terry Stinson- Non-executive Chair Board Over 35 years’ Executive and Non-Executive Director Ordinary Shares 456.3 M Citicorp Nominees P/L 32,399,153 7.1% experience, working for global innovation companies. Formerly the CEO & MD of Orbital Corpor
Slide 5: Why Graphite?
Why Graphite? The anode of most commercial Li-ion batteries is made of 95% graphite. It is the largest volume but least known mineral in energy storage. For personal use only 5 Source: BMO Research 2025, Industry Reports.
Slide 6: Why is it Critical?
Why is it Critical? MODERN SOCIETY Graphite props up most modern industry For personal use only Fundamental to industry Solar Thousands of uses that underlie modern life Weakest link Defence Internet Raw graphite is abundant but coated battery Robots graphite (anode) is controlled by one country Glo
Slide 7: Supply chain worse than REE's
“Supply chain worse than REE’s” Raw material abounds but downstream production to anode is nearly 100% China-based For personal use only Graphite Geographic Concentration Across a Selection of Critical Materials 7 UBS Global Research 7 Nov 2025
Slide 8: Geopolitical drivers
Geopolitical drivers Battery graphite materials derive almost exclusively in China For personal use only New restrictions on export permits includes graphite materials, anode production tech and equipment 99.95% Battery Graphite Anode US localisation rules enacted (PFE and FEOC) and China graphite s
Slide 9: Anode production project in Sweden
Anode production project in Sweden We are using our 100% owned resources and technologies to produce 19,500tpa graphite products in Stage 1 and over 100,000tpa in Stage 2 For personal use only Refinery fully permitted 19,500tpa anode Clean, low cost energy and construction ready 9 See: ASX:TLG 1 Jul
Slide 10: Talga Upstream
Talga Upstream Secure Location Key Differentiators Sweden (NATO member) Premium Grade For personal use only World-leading resource with reserve grade 24.1% graphite1 uniquely suitable for fast-charge batteries Stockpiles at Ready 27,000 tonnes mined ore available now 10 Talga’s See: Vittangi ASX:TLG
Slide 11: Talga Downstream
Talga Downstream Anode process and product technology For personal use only 100% owned Intellectual Property from Talga R&D team in Cambridge UK, Germany, Australia and Sweden 15 active patent families, 65 active cases Three U.S patents recently granted on key products and technologies Talga’s demo-
Slide 12: Talnode products
Talnode® products High-performance graphite anode for premium battery applications For personal use only Talnode®-C • Super fast-charge and low temp. performance • Patented low emission anode made from our Swedish graphite using our proprietary coating process Talnode®-R • Recycled graphite anode, m
Slide 13: Talnode-R anode from battery waste graphite
Talnode®–R anode from battery waste graphite • Graphite anode produced from lithium-ion battery production scrap and end-of-life batteries For personal use only • Uses flowsheet based on Talnode®-C plant with minor modifications, and can be added in modules to Swedish refinery or be deployed globall
Slide 14: USA development
USA development Expansion opportunity • Talga technology and operations align with U.S For personal use only strategic goals and reshoring plans • Initial partnership with United Catalyst Corporation, a South Carolina company with 30+ years of processing and mineral recovery (PGM’s, auto catalysts)
Slide 15: Macro and Catalysts
Macro and Catalysts China tightens export controls China’s Ministry of Commerce applies new export controls on graphite anode materials and equipment/technology for Nov 7, 2026 Global Impact For personal use only World just woke up that China directly/indirectly controls 99% of world's battery-ready
Slide 16: www.talgagroup.com
For personal use only www.talgagroup.com ASX:TLG
Slide 17: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 2,260,140 24.1 For personal use only Probable 2,260,140 24.1 Mineral Resources 1, 2, 4, 6, 7, 8 Tonnes Graphite (% Cg) Vittangi (JORC 2012) 35,020,000 23.8 Indicated 26,691,000 24.3 Inferred 8,329,000
Slide 18: JORC Exploration Target
JORC Exploration Target 2021 Exploration Target Vittangi Graphite Project For personal use only Vittangi (JORC 2012) Low High Tonnage Range 170Mt 200Mt Grade Range 20% Cg 30% Cg Note that the potential quantity and grade of the Exploration Target is conceptual in nature, there has been insufficient
Slide 19: Competent Person Statements
Competent Person Statements The Vittangi Mineral Resource estimate was first reported in the Company’s announcement dated 6 October 2023 titled ‘Talga boosts Swedish battery graphite’. The Company confirms that it is not aware of any new information or data that materially affects the information in